+1,504.8%
ASML vs WY
+6.7%
+1,498.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.5% | +5.9% |
| 7D | -0.8% | -0.8% | -0.1% | -0.8% |
| 30D | -14.9% | +10.6% | -25.5% | -19.3% |
| 3M | -13.0% | -16.6% | +3.7% | -6.7% |
| 6M | -4.7% | -8.6% | +3.9% | -3.0% |
| YTD | +42.3% | -8.4% | +50.7% | +44.2% |
| 1Y | +49.7% | -5.1% | +54.8% | +48.7% |
| 3Y | +144.3% | -21.9% | +166.2% | +159.0% |
| 5Y | +86.4% | -31.3% | +117.7% | +111.6% |
| 10Y | +1,504.8% | +3.6% | +1,501.3% | +1,360.8% |
| All | +1,504.8% | +6.7% | +1,498.1% | +1,360.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling